@9ગુજ્જુ

See-K d Truth, BeAware नॉट Beware, ૧૦૦% કટ્ટર भारतीय, मी मुंबईकर।

[Manoj Srivastava @ManojSr60583090]

*क्या आप मानते है*

*भारत में*

[खुचरेंप @khuchrep]

1947 में देश आज़ाद हुआ था,
गुलाम कब हुआ, पता ही नहीं चला...

[Nalini Unagar @NalinisKitchen]

Dear @TRAI,

Imagine your recharge plan is going to expire in 2 days.

Imagine someone is following your sister late at night, and she is trying to call you for help.

Imagine you are injured on the road and desperately trying to call a family member.

But before the call even connects, telecom companies play long warnings like “your plan is expiring soon, please recharge” in two languages. During this warning, the actual call does not connect, and valuable time gets wasted.

In emergency situations, even a few seconds matter. These repeated recharge reminders are extremely frustrating.

We already know when to recharge. Customers should not be forced to listen to long, nonsensical warnings.

Please order all telecom companies to immediately stop these nonsense warnings before calls, or allow the call to connect while the warning plays in the background.

Be serious.

[Alok Jain ⚡ @WeekendInvestng]

Everybody knows Japan mkt did not perform for 35 years. But do they see what it did prior to that period

it went up 400 times in 40 Years ... A CAGR of 16%+ for over 4 decades.

If India Nifty were to do that over 40 years starting year 2000, then by 2040 Nifty would be 4L ! and we would need a 22% CAGR for next 14 years to be there.

Despite the 35 year lull, the Nikkei has clocked an impressive 9 % CAGR over 75 years.

and more is coming

[Dharma Mindset | Unfiltered Truths @DharmaMindset]

Most people still think every tax they pay goes neatly back into the same service. but unfortunately that is not how governments work.

One sector becomes the ATM for everything else.. subsidies, salaries, politics, losses, schemes, debt. And the middle class keeps funding it because they are too busy surviving EMI to question the system properly.

[Venkatesh Alla @venkat_fin9]

India collected ₹54,000 crore in road tolls in FY2024
also collected ₹3.6 lakh crore in fuel taxes
also collected ₹1.7 lakh crore in GST on vehicles

Total road-related taxes : ~₹5 lakh crore/year
Total NHAI road budget : ₹1.7 lakh crore

You paid for the road 3 times over.
Then paid again at the toll booth.

where did the other ₹3.3 lakh crore go?

[︎ ︎venom @venom1s]

Bareilly, Uttar Pradesh

> A married Hindu doctor joined Ultimate Fitness Gym to lose weight.
> Akram Khan and Alam Baig were trainers at the gym.
> They mixed sleeping pills into her pre-workout drink.
> Then they raped her in the private room built inside the gym.
> They recorded the whole incident on the CCTV camera.
> After that, they started blackmailing her with the same obscene video.
> They took 10K rupees and later started asking for 50 lakhs.
> She filed a police complaint.
> Police arrested both of them.
> They found many private videos in their pen drives.
> Police are investigating the matter further.

[GemsOfINDOLOGY @GemsOfINDOLOGY]

#GDPTrap #22

Weddings: ₹5 lakh mandap vs ₹5,000 village pandal

We turned shaadi into shareholder meeting.
Your father took a ₹28 lakh loan so the decorator’s child could study in London.

1990s: average Indian wedding cost ₹4–6 lakh (real terms).
2025: ₹32–38 lakh.
Big-fat-wedding industry now ₹11.2 lakh crore (2024), second only to food & grocery. Growing 18% YoY.

Your grandfather married under a neem tree.
Pandal: ₹4,800. Guests fed: 1,200. Leftover money: bought 2 bison.
Your wedding: ₹42 lakh. Guests: 380. Leftover money: minus ₹18 lakh debt.

We fired the mohalla ladies who cooked 40 years free.
Hired caterers at ₹1,800/plate who don’t even know the bride’s name.

Destination weddings in Udaipur palace: ₹4–8 crore.
Same palace built by ancestors who married in courtyards for ₹8,000.

Makeup artist charges ₹2.5 lakh to make bride look like Instagram filter.
Grandmother used alta and zero rupees, still looked like devi in black-and-white photo.

Wedding loans outstanding 2025: ₹6.8 lakh crore.
More than total education loans.

Every drone shot of the varmala is a recovery agent’s future knock.

We sold baraat warmth for air-conditioned halls.
Sold blessings for return gifts nobody opens.

The pandit now takes NEFT before final mantra.
Love stayed the same.
Bill multiplied 60×.

GDP goes up with every LED wall and imported phool.

Who got married that night?
The industry.

The couple just signed the invoice.

#GDPTrap #22

[illuminatibot @iluminatibot]

You are not allowed to notice that every western country opened its borders at the same time, pushed the same ideology at the same time and is experiencing the same demographic shift at the same time.

Just a coincidence. Move on.

[ANUPAM MISHRA @scribe9104]

@ShashiTharoor So the Christians elected a Muslim and the Muslims elected a Christian

Also the Hindus elected a Muslim

But nowhere did the Muslims or the Christians elected a Hindu

#KeralaStory indeed

[@9ગુજ્જુ @9mkj2]

@mountain_rats @braddy_Codie05 ભારતીય બિહારી

[Saketh R @saketh1998]

Salary taxation is one of the strangest systems we’ve normalized.

Employees are taxed on income before they can deduct the real cost of earning that income.

But businesses are taxed only after expenses are deducted, on what remains as profit.

Imagine if companies were taxed the way salaried people are: Not on profits, but directly on total revenue, Most of us would call it unsustainable.

Yet for millions of employees, that’s considered completely normal.

[Raghav Wadhwa @raghavwadhwa]

NVIDIA has booked over 50% of TSMC's most advanced packaging capacity through 2027.

The bottleneck in global chips right now is not fabrication.
It is packaging.
And this is the exact layer India has chosen to enter first.

The whole market debate still circles around one question: can India match TSMC at 2nm?

That debate misses the point. The real choke point in the AI hardware stack today is advanced packaging (CoWoS), and the data is striking:
🔹 TSMC scaling CoWoS from ~35,000 wafers/month (late 2024) → ~130,000 wafers/month by end-2026
🔹 Advanced packaging at TSMC growing at 80% CAGR
🔹 ASE, world's largest OSAT player, expecting advanced packaging revenue to double in 2026
🔹 NVIDIA reportedly booked 800,000 to 850,000 wafers at TSMC for 2026 alone

Now look at India's response.
12 projects approved under the India Semiconductor Mission.
₹1.64 lakh crore committed.
6 states involved.
8 of those 12 are OSAT, ATMP or advanced packaging plays.
This is not random capacity creation. It is targeted entry into the layer where global supply is structurally tight.

And it has started shipping.
🔹 Micron Sanand ATMP: commercial shipments began early 2026 (₹22,516 crore, ~14 million units/week capacity)
🔹 Kaynes Sanand OSAT: PM inaugurated commercial plant on 31 March 2026 (₹3,307 crore, 6.33 million chips/day)
🔹 CG Power Sanand: pilot OSAT line live since Aug 2025 (₹7,584 crore, 15.07 million chips/day target, JV with Renesas + Stars Microelectronics)
🔹 Tata Dholera fab: first 28nm chip targeted Dec 2026 (₹91,526 crore, 50,000 wafers/month, 28 to 110nm nodes, PSMC tech transfer)
🔹 Tata Assam OSAT: scaling to 48 million chips/day (₹27,120 crore)
🔹 HCL-Foxconn Jewar: 20,000 wafers/month, OSAT (₹3,706 crore)

Then 19 April 2026 happened.
3D Glass Solutions broke ground in Bhubaneswar (₹1,943 crore) for India's first advanced 3D glass-substrate packaging unit. 70,000 glass panels/year. 13,000 3DHI modules/year. This is the same heterogeneous integration tech Intel, Samsung and TSMC are racing toward.

India isn't on the 3DHI roadmap. The foundation is already laid.

Below this layer sits the rest of the value chain:
🔹 SiCSem (Odisha): India's first commercial silicon carbide compound fab. 60,000 SiC wafers/year. Critical for EVs, fast charging, defence, solar inverters.
🔹 CDIL (Punjab): brownfield expansion to 158 million high-power discrete devices/year. MOSFETs, IGBTs, Schottky diodes.
🔹 Suchi Semicon (Surat): approved 5 May 2026, 1,033 million discrete chips/year for power and automotive.
🔹 Crystal Matrix (Dholera): approved 5 May 2026, India's first commercial GaN mini and micro LED display fab.

The pattern is consistent. India is building exactly where the world is short of capacity right now: advanced packaging, SiC power devices, GaN displays, automotive-grade discrete.

The listed plays mapping into this build-out:
🔹 OSAT, assembly, packaging: Kaynes Technology, CG Power, HCL Technologies, SPEL Semiconductor
🔹 EMS and chip integration: Dixon Technologies, Syrma SGS
🔹 Specialty chemicals and gases: Tata Chemicals (signed MoU with Merck for Dholera fab supply), Linde India (expanding capacity in Dholera), Deepak Nitrite (etching and cleaning chemistries)
🔹 Chip design and IP: Tata Elxsi, Cyient, L&T Technology Services, MosChip Technologies
🔹 Power and cleanroom automation: ABB India
🔹 Defence-grade and downstream: Bharat Electronics (Pune fab + SCL co-development)

The macro context reinforces all of this:
🔹 Electronics production: ₹1.9 lakh crore (FY15) → ₹12 lakh crore (FY25)
🔹 Mobile phone exports: ₹1,500 crore → ₹2 lakh crore over the same window
🔹 India is now the world's second-largest mobile phone manufacturer
🔹 Semiconductor market: $45 to $50 billion (FY25) → $100 to $110 billion (2030) → $300 billion (2035) per Deloitte
🔹 Import dependence projected to fall by 40 percentage points by 2030

A semiconductor ecosystem rarely emerges in isolation. It emerges on top of an electronics manufacturing base. That base now exists.

India does not need to win at 2nm to be relevant in this cycle. It needs to be present at the layers where global supply is bottlenecked. That is exactly what the project mix is doing.

Two plants are shipping commercial chips today. Two more begin commercial production within the year. December 2026 should see the first 28nm logic chip leave the Dholera line.

Public market pricing on most listed plays still treats this as a 2028+ story.

The first shipments say otherwise.

Disclaimer: For educational purposes only. Not a buy or sell recommendation.

[खुचरेंप @khuchrep]

1-कांग्रेस का टारगेट कभी बीजेपी नहीं रही
कांग्रेस का टारगेट हमेशा RSS रहा
2- TMC का टारगेट बीजेपी नहीं रही,
TMC का टारगेट हिन्दू था, RSS था
3- हर एक विपक्षी पार्टी द्वारा , संघी, चड्डीधारी कहकर चिढाना
4- हिंदुओं को ढोंगी बताना
5- हिंदुओं की भावनाओं का मजाक उड़ाना

अभी भी समय सुधर जाओ, निपट जाओगे।

बीजेपी के भ्रष्टाचार से लडो
बीजेपी के अन्याय से लड़ो
अपराधियों से लड़ो

हिन्दुओं से मत लड़ो.......
इस देश में बहुसंख्यक की इज्जत होनी चाहिए।

[Tathvam-asi @tathvamasi6]

Inner voice of many.

This is just a beginning. Picture abhi baaki hai. 😊👌🏼💪🏼

#WestBengal @narendramodi

[matrixbot @thematrixb0t]

German MEP, Christine Anderson:

"For god's sake, stop complying. Start rebelling. They are out to get you if you do not resist."

The so-called "pandemic" was a beta test—conducted by unelected globalists—to see how easy it would be to seize totalitarian control, under the pretext of a global "emergency."

"The goal, ultimately, is to transform our free and democratic societies into totalitarian societies. Their goal is to strip each and every one of us of our fundamental rights, of freedom, democracy, the rule of law. They want to get rid of all of this."

"In the entire history of mankind, there has never been a political elite concerned about the well being of regular people, and it isn't any different now."

[SaltyGoat @SaltyGoat17]

I couldn’t agree more!!

[redpillbot @redpillb0t]

LIFE HACKS/2026 Edition
1. If Bill Gates is involved, avoid it.
2. If the government says it's true, it's false.
3. If the CDC, FDA say it's safe, it's dangerous.
4. If congress makes a law to help you, it will eventually hurt you.
5. If the media agrees, it's a lie.

[redpillbot @redpillb0t]

Reminder: When the Panama Papers came out it revealed all the rich people in the world are part of an enormous criminal conspiracy to dodge taxes and hoard stolen wealth in offshore accounts and literally nothing happened except a reporter working on the story was assassinated.

[खुरपेंच @khurpenchh]

अब TMC के भ्रष्टाचारी अपराधी और माफिया भाजपा की वाशिंग मशीन में जाकर धुल जायेंगे।